SAP Depot Repair

EHP7 for SAP ERP 6.0

September 2013

English

Depot Repair (217)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices Depot Repair (217): Configuration Guide

Copyright

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Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include Field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names, program names, Transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.



Contents

1 Purpose............................................................................................................................. 6

2 Preparation........................................................................................................................ 6

2.1 Prerequisites............................................................................................................6

3 Configuration..................................................................................................................... 6

3.1 Settings for Master Data..........................................................................................6

3.1.1 Setting View Profiles for Technical Objects.........................................................6

3.1.2 Maintaining Equipment Category........................................................................7

3.1.3 Defining Additional Business Views for Equipment Categories...........................7

3.1.4 Maintaining Number Range Group for Equipment...............................................8

3.1.5 Updating Usage History.......................................................................................8

3.1.6 Defining Installation of Functional Location.........................................................9

3.1.7 Assigning Partner Determination Procedure to Equipment Category..................9

3.1.8 Allowing Multilingual Text Maintenance for Each Equipment Category.............10

3.1.9 Creating Characteristic Warranty Period...........................................................10

3.1.10 Changing Serial Number Profiles......................................................................11

3.2 Settings for SD......................................................................................................12

3.2.1 Creating Sales Document Types.......................................................................12

3.2.2 Defining Order Reasons....................................................................................14

3.2.3 Assigning Sales Areas to Sales Document Types.............................................14

3.2.4 Assigning Pricing Procedures to Sales Document Types..................................15

3.2.5 Defining Repairs Procedure..............................................................................16

3.2.6 Creating Sales Document Item Categories.......................................................17

3.2.7 Assigning Item Categories.................................................................................18

3.2.8 Assigning Schedule Line Categories.................................................................19

3.2.9 Setting Up Copy Controls for Sales Documents................................................19

3.2.10 Defining Pricing Procedure Determination.........................................................23

3.3 Maintaining CS General Settings...........................................................................24

3.3.1 Defining Warranty Counters..............................................................................24

3.3.2 Process Settings Service / Service Order..........................................................24

3.3.3 Service Processing / Service Notification..........................................................34

3.4 Settings for SD......................................................................................................42

3.4.1 Creating Requirement Classes..........................................................................42

3.4.2 Defining Requirement Types.............................................................................42

3.4.3 Determination of Requirement Types Using Transaction..................................43

3.4.4 Control of Sales-Order-Related Production/ Product Cost by Sales Order (Controlling).....................................................................................................................43

3.4.5 Defining Item Categories for Deliveries (Shipping)............................................44



3.4.6 Defining Item Category Determination in Deliveries (Shipping).........................45

3.4.7 Copy Control for Deliveries: Header/Items (Shipping).......................................46

3.4.8 Setting up Copy Controls for Billing Documents................................................48

3.5 Master Data...........................................................................................................48

3.5.1 Defining External Number Range for Warranty Type "Customer Guarantee". . .48

3.5.2 Create Warranty: 12-month guarantee..............................................................49

3.5.3 Creating Output Conditions for Shipping Documents........................................50

3.5.4 Creating Material Master...................................................................................51

3.5.5 Creating Service Product...................................................................................52



Depot Repair

1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.

If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the installation guide of this building block.

2 Preparation

2.1 PrerequisitesBefore you start installing this building block, you must install prerequisite building blocks. For more information, see the Building Block Prerequisite Matrix (Prerequisites_Matrix_[xx]_[yy]_ [zz].xls; the placeholder [xx] depends on the SAP Best Practices version you use, for example, BL refers to the SAP Best Practices Baseline Package, [yy] depends on the language version, for example, EN for English language, and [zz] depends on the country version, for example, IN for India: Prerequisites_Matrix_BL_EN_IN.xls). This document can be found on the SAP Best Practices documentation DVD in the folder ..\[xx]_[zz]\Documentation\; ([xx] depends on the SAP Best Practices version and [zz] depends on the country version).

3 Configuration

3.1 Settings for Master Data3.1.1 Setting View Profiles for Technical Objects

UseIn this step, you define the layout and the arrangement of the view, regarding the relevant equipment category.

Procedure1. Access the activity using one of the following navigation options:

Transaction code SPRO

IMG menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects General Data Set View Profiles for Technical Objects

2. On the Change View “Definition of view profiles”: Overview screen, choose New Entries.


SAP Best Practices Depot Repair (217): Configuration Guide 3. Enter the following data:

Screen grp Profile Profile

H2 YB000001 Service Equipment

4. On the Change View “Definition of view profiles”: Overview screen, select the line with the Screen group equipment data and profile YB000001.

5. Choose Activity and layout of views folder in the left-hand area of the screen.

6. On the Change View “Activity and layout of views”: Overview screen, choose New Entries.

7. Make the following entries:

Number Description Tab active Seq. no. Seq. no. Seq. no. Seq. no.

10 General X 005 010 015

20 Location X 020 025

30 Organization X 030 035

50 Structure X 040 045

60 Additional data 1 X 110

8. Save your entries.

3.1.2 Maintaining Equipment Category

UseIn this step, you define the equipment category for equipment master record.



IMG menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Equipment Categories Maintain Equiment Category

2. On the Change View “EquipCategories”: Overview screen, choose New Entries.

3. Enter the following data:

C R Equipment CatDesc

A C W Object info

View profile

CTyp/MatNo

CC

X S – Customer Equipment

Equipment Services

x SM YB000001 No check if construction type




3.1.3 Defining Additional Business Views for Equipment Categories

UseIn this step, you define different views for each equipment category. The views represent additional data screens for the equipment master record.



IMG menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Equipment Categories Define Additional Business Views for Equipment Categories

2. On the Change View “Selection of Editing Options”: Overview screen, make the following entries.


E Production Res/Tools

S C SD Other data CC

X blank x x


3.1.4 Maintaining Number Range Group for Equipment

UseIn the following process you assign number range groups for equipment. This process is needed to create an equipment master record.

Prerequisites Equipment type has been set up.


Transaction code OIEN

IMG menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Equipment Categories Define Number Ranges

2. Choose Change Groups.

3. Choose Standard number range.

4. Position your cursor on the equipment type you wish to assign (X) in the Not Assigned area in the lower section of the screen.

5. Choose Select Element (F2).

6. Choose Element/Group.

7. Choose Save to save your entries.


sapevent:DOCU_LINK%5CGL:equipment_category

SAP Best Practices Depot Repair (217): Configuration Guide 8. Confirm the dialog box Transport number range intervals with Continue (Enter).

Result Equipment types are assigned to number ranges.

3.1.5 Updating Usage History

UseIn this step, you define the equipment categories for which you want an ongoing usage history to be kept. Changes to certain master data fields will be logged in the usage history. You define the fields concerned for each reference category.



IMG menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Equipment Usage Period Usage History Update

2. On the Change View “Usage History for Each Equipment Category”: Overview screen, enter the following data:

Cat RefCt Time seg. C

X S x Equipment Services

3. Save your entries and go back.

3.1.6 Defining Installation of Functional Location

UseIn this step, you define for each equipment category whether the installation of a piece of equipment is allowed at a functional location.

Procedure1. Access the activity using the following navigation options:


IMG menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Equipment Usage Period Define Installation at Functional Location

2. On the Change View “Installation at FunctLoc. Dependent on EquipCategory”: Overview screen, enter the following data:

Category Equipment category description

RefCat Inst. At FuncLoc

X Equipment Services S x



sapevent:DOCU_LINK%5CGL:functional_location

sapevent:DOCU_LINK%5CGL:equipment


sapevent:DOCU_LINK%5CDS:GLOS.equipment_usage_period



3.1.7 Assigning Partner Determination Procedure to Equipment Category

UseIn this step, you allocate a partner determination procedure to each equipment category.



IMG menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Assign Partner Determination Procedure to Equipment Category

2. On the Change View “PartDetermProf./Functions for EQSE/EQUI/EQUZ Stock Remova”: Overview screen, enter the following data:

Ca Equip. Cat. PartDetPRC Description C V C E Operator

X Equipment Services

S General Service


3.1.8 Allowing Multilingual Text Maintenance for Each Equipment Category

UseIn this step, you define for each equipment category whether the maintenance of equipment texts is allowed in several languages.



IMG menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Allow Multilingual Text Maintenance for Each Equipment Category

2. On the Change View “Multilingual Text Maintenance”: Overview screen, enter the following data:

Category Equipnent Category description

RefCat Multilingual texts

X Equipment Services S X


3.1.9 Creating Characteristic Warranty Period

Use




sapevent:DOCU_LINK%5CGL:partner_determination_procedure

SAP Best Practices Depot Repair (217): Configuration Guide In this activity, you create a characteristic warranty period.

Procedure 1. Access the activity using one of the following navigation options:

SAP ECC menu Logistics Customer Service Management of Technical Objects Environment Classes Master Data Characteristics

Transaction code CT04

2. On the Characteristics Screen, enter the characteristic name WARRANTY_PERIOD and choose Create.

3. Confirm the message Characteristic Does not exist or Is Not Valid with Yes.

4. On the Create Characteristic screen, select the Basic data tab page and enter the following data:

Field name Description User action and values Comment

Description Warranty Period

Status 1 released

Data Type NUM Numeric Format

Number of Chars

3

Decimal Places 1

Unit of Measure Months

Exp. Display 0 No exponent

Single-value X

5. On the Descriptions tab page, enter the following data.


Language EN

Description Warranty Period

6. Save your settings and go back.

ResultThe system displays the message Characteristic WARRANTY_PERIOD created.

3.1.10 Changing Serial Number Profiles

UseIn this step, you define serial number profiles.

You need to assign a serial number profile to each material you want to be serialized. The assignment is made at plant level in the material master record. This means you can assign a separate serial number profile to a material for each plant. However, a material can have a mandatory serial number in one plant but not in others.

In a serial number profile, you define the following:

If, for a business operation:


sapevent:DOCU_LINK%5CDS:GLOS.3528EA4BE8AA5570E10000009B38F983


o Serial numbers without master data in the system can be assigned

o Serial numbers with existing master data must be entered

The equipment type that the system proposes as a default when automatically distributing serial numbers in the equipment master record

If stock validation is made for stock-relevant operations, and how the system is to deal with inconsistencies.

This setting can only deliver meaningful results in combination with the setting of whether an operation requires serial numbers.


Transaction code OIS2

IMG menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Serial Number Management Define Serial Number Profiles

2. On the Change View “Serial number profile” Overview screen, choose New Entries and enter the following data:

Profl. Profile text ExistReq. Cat Equipment category descry.

StkCk

YBP1 BL Serial No X Equipment Services

1

3. Confirm with Enter and go back.

4. Select the line with the Profl. YBP1.

5. Double-click Serializing procedures in the Dialog Structure area.

6. Choose New Entries and enter the following data:

Procd Procedure descriptn SerUsage EQReq

HUSL Maintain handling unit 03 02

MMSL Maintain goods receipt and issue doc. 03 02

PPAU Serial numbers in PP order 02 02

PPRL PP order release 04 02

PPSF Serial nos in repetitive manufacturing 04 02

QMSL Maintain inspection lot 03 02

SDAU Serial numbers in SD order 02 02

SDCC Completness check for delivery 03 02

SDCR Completion check IR delivery 03 02

SDLS Maintain delivery 02 02

SDRE Maintain returns delivery 03 02




3.2 Settings for SD3.2.1 Creating Sales Document Types

UseThe sales document type determines how the system processes the sales document. For example, depending on the sales document type, the system determines which screens to present and which data to ask you for. The Sales Document Type used for this business scenario is the Sales Order YBR1.

PrerequisitesSales area 1000, 10, 10 has been set up.


Transaction code VOV8

IMG menu Sales and Distribution Sales Sales Documents Sales Document Header Define Sales Documents Types

2. Create the Sales Document Types YBR1 by copying standard document types RAS respectively; accept all associated copy controls and ensure that the following primary settings have been made:

Tab Page Field name YBR1

Description SP: Repairs/Service

SD Doc Category C

Indicator G

Number systems No.RangeIntAssgt 01

No.RangeExtAssgt 02

Item no.increment 10000

Sub-item increment 100

General Control Check Division 2

Probability

Credit Group

Output Application V1

Item Division X

Read Info Record

Check purch. order no A

Enter PO Number X

Transaction flow Screen Seq Group AU

Transaction Group 0

Doc Pricing Proc S

Display Range UHAU

Fcode for Over Scr UER1



Tab Page Field name YBR1

Prod.Attr.messages

Shipping Delivery Type LF

Billing Dlv-rel.billing type RE

Order-Rel Bill Type L2

Intercomp.bill.type IG

Billing Block 08

Cnd Type Line Item EK02

Billing Plan Type

Paymt.guarant.proc.

Paymt. Card plan type 03

Checking group 01

Requested del date Propose deliv.Date X

Propose PO Date X

Contract Billing Request YBDR

Subseq. Order Type SD

Result The new sales document type YBR1 is created.

3.2.2 Defining Order Reasons

UseIn this menu option you define the possible order reasons. They describe the reasons which led to an inquiry, quotation or order.

When processing a sales document, you can specify the order reason in the overview at header level. It then applies to all items.

PrerequisitesSales Document Types have been set up.



IMG menu Sales and Distribution Sales Sales Documents Sales Document Header Define Order Reasons

2. Create a new order reason by choosing New Entries.

Order Reason Description

YR1 No Warranty

Result The new order reason YR1 has been created.


sapevent:DOCU_LINK%5CGL:item

sapevent:DOCU_LINK%5CGL:sales_document

sapevent:DOCU_LINK%5CGL:sales_order

sapevent:DOCU_LINK%5CGL:quotation

sapevent:DOCU_LINK%5CGL:inquiry


3.2.3 Assigning Sales Areas to Sales Document Types

UseIn this menu option, you allocate the allowed order types to each sales area group. You do not need to make any entries at all if all sales order types are allowed for each of your sales areas.

PrerequisitesYou must have defined common sales organizations, common distribution channels and common divisions.



IMG menu Sales and Distribution Sales Documents Sales Document Header Assign Sales Area To Sales Document Types Assign sales order types permitted for sales areas

2. Double-click Assign sales order types permitted for sales areas. Choose New

Entries and enter the following data:

Ref.SOrg. RefDistCh. RefDivDoc SaTy Name Name Name Description

1000 10 10 YBR1 InlandDirect Sales

Product Division 10

SP: Repairs/Service

Result You have assigned the allowed sales document type YBR1 to the sales area 1000 / 10 / 10.

3.2.4 Assigning Pricing Procedures to Sales Document Types

UseIn the pricing procedure, you define which condition types should be taken into account and in which sequence. During pricing, the SAP system automatically determines which pricing procedure is valid for a business transaction and it takes the condition types contained in it into account one after the other.

The determination of the procedure depends on the Document pricing procedure; you specify the document pricing procedure for each sales document type.

PrerequisitesThe sales order type YBR1 has been created.



IMG menu Sales and Distribution Basic Functions Pricing Pricing control Define and Assign Pricing Procedures


sapevent:DOCU_LINK%5CGL:order_type

SAP Best Practices Depot Repair (217): Configuration Guide 2. Double-click Assign document pricing procedures to order types. Define or assign the

document procedure as listed in the table below:

SaTy YBR1

Sales Document Type SP: Repairs/Service

DoPr S

Doc.pric.procedure Services

Result You have specified the document pricing procedure for sales document type YBR1.

3.2.5 Defining Repairs Procedure

UseIn this IMG activity, you define the repairs procedures that you need so that actions can be automatically created for the repair order.

The repairs procedure contains the rules according to which the system generates actions for the repair request item in the repairs order.


Transaction code VORP

IMG menu Sales and Distribution Sales Sales Documents Customer Service Returns and Repairs Procedure Define Repairs Procedure

2. Define Repairs Procedure by selecting item line Proced 0001, choosing Copy As and creating the following procedure:

Proced Description

YBR1 Serviceable items for Service Provider

3. Confirm with Enter and choose copy all.

4. Confirm the information message Number of dependent entries copied.

5. Select the newly created line and double-click on folder Stages/actions (at the left side).

6. Check the copied entries or adapt them as follows:

Stage Description Action Description Conf. Manual Default

101 Accept repair 101 Returns X

101 Accept repair 104 Send Replacement

102 Start repair 102 Repairs X

102 Start repair 103 Outbound Delivery 02 X

102 Start repair 107 Scrapping 03 X

102 Start repair 108 Credit memo

103 Confirm repair 103 Outbound Delivery 04 X



Stage Description Action Description Conf. Manual Default

103 Confirm repair 105 Pickup Replacement

103 Confirm repair 107 Scrapping 03 X

103 Confirm repair 108 Credit memo


Result You have defined the Repairs Procedure YBR1.

3.2.6 Creating Sales Document Item Categories

UseIn this step, you define item categories for sales documents. The item categories that are contained in the standard SAP system together with the sales document types represent the usual business transactions. In this step, you assign the Billing Form and the DIP Profile.



IMG menu Sales and Distribution Sales Sales Documents Sales Document Item Define Item Categories

2. Create item categories with the following settings:

Field name YBR1 YBR2 YBR3 YBR4 YBR5

Description SP:Order BOS/Std Itm

SP: Rep. Goods Del.

SP: Return f Repairs

SP:Serv Repair Contr

SP: Repair

Business Data

Completion Rule B

Pricing X X

Statistics Value X X

Business Item checked checked checked

Sched.Line Allowed checked checked checked checked checked

Returns checked

Wght/Vol.Relevant checked checked checked

Credit active checked

Determine Costs checked checked checked

Transaction Flow

Screen Seq.Grp N N N N N

PartnerDeterm Proced. N N

TextDetermProcedure 01 01



Field name YBR1 YBR2 YBR3 YBR4 YBR5

Item Cat.Stats.Group 1 1

Service Management

Repair proced. YBR1

Control of Resource-related Billing and Creation of Quotations

Billing Form 02

DIP Prof. YBR00099

Result The item categories YBR1, YBR2, YBR3, YBR4 and YBR5 have been created.

3.2.7 Assigning Item Categories

UseIn this menu option, you specify which item categories the system proposes during document processing for each sales document type and item category group. At the same time, you specify additional item categories with which the system default can be overwritten. There is a maximum of three possible alternative item categories.


Transaction code VOV4

IMG menu Sales and Distribution Sales Sales Documents Sales Document Item Assign Item Categories

2. Assign Item Categories as shown in the table below:

Sales Document Type

Item Category Group

Item Usage ItemCat-HighLevItem

Default Item Category

Manual entries allowed

Manual entries allowed

YBC1 NORM YBR4

YBDR NORM L2N LFN GFN

YBDR NORM SEIN L2N LFN GFN

YBR1 NORM YBR1

YBR1 NORM R101 YBR1 YBR3

YBR1 NORM R102 YBR1



YBR1 NORM R104 YBR1



YBR1 NORM SEIN YBR1

YBR1 NORM SEIN YBR1 YBR1

Result


SAP Best Practices Depot Repair (217): Configuration Guide The item categories have been assigned to the sales document types.

3.2.8 Assigning Schedule Line Categories

UseIn this customizing activity we have to assign schedule line categories to item categories. This allocation of schedule line categories is carried out depending on the MRP type that is specified in the material master record for a material.

Prerequisites The item categories have been created.



IMG menu Sales and Distribution Sales Schedule Lines Assign Schedule Line categories

2. On the Change View ‘Assign Schedule Line Categories: Overview’ screen make the following entries.

ItCa Typ SchLC

YBR1 CD

YBR2 IA

YBR3 IR

YBR4 CD

YBR5 CD

Result The schedule line categories have been assigned to the item categories.

3.2.9 Setting Up Copy Controls for Sales Documents


Transaction code VTAA

IMG menu Sales and Distribution Sales Maintain Copy Control for Sales Documents

2. Double-click copying control: Sales document to sales document, if you are using the ordinary IMG path. Otherwise use the Transaction code VTAA to access the functionality directly.

3. Create copy controls for source document YBC1 to target document YBC1 by copying settings for OR to OR. Include copy control for source item category YBC1.

Header:

Target Sales Doc.Type YBC1 (SP: SD-Contract)

Source Sales Doc.Type YBC1 (SP: SD-Contract)



DataT (Copying requirements for data transfer VBAK) 051 (General header data)

DataT (Copying requirements for transferring business data)

101 (Header business data)

DataT (Copying requirements for partner data VBPA) 001 (Partner header)

VEDA (Copying requirements for data transfer VEDA) 000

Copying requirements 002 (Header-diff. customer)

Item:


Source Sales Doc.Type YBC1 (SP: SD-Contract)

Item Category YBR4 (SP:Serv Repair Contr)

Copying req. for data transfer VBAP 151 (General item data)

Copying req. for transferring business data 102 (Bus.data/item compl.)

Copying req. for partner data VBPA 002 (Partner item)

VEDA 000

Copying req. for data transfer FPLA 251 (Conditions)

Copying requirements 303

Copy schedule lines checked

Do not copy batch checked

Reexplode structure/free goods checked

Update document flow Not checked

Pricing type A

Schedule line:


From Sales Doc.Type YBC1 (SP: SD-Contract)

SchdLneCatProposal CD (without delivery)

Sched. Line Cat. CD (without delivery)

DataT 201 (Gen.sched.line data)

Copying requirements 501 (Scheduled qty > 0)

4. Create copy controls for source document YBR1 to target document YBDR copying settings for OR to DR. Include copy control for source item category YBR1.

Header:

Target Sales Doc.Type YBDR (SP: Debit Memo Req)

Source Sales Doc.Type YBR1 (SP: Repairs/Service)

DataT (Copying requirements for data transfer VBAK) 000

DataT (Copying requirements for transferring business data)

000

DataT (Copying requirements for partner data VBPA) 000

Copying requirements 002 (Header-diff.customer)



Copy item number checked

Item:

Target Sales Doc.Type YBDR (SP: Debit Memo Req)


Item Category YBR1 (SP:Order BOS/Std Itm)

Copying req. for data transfer VBAP 001 (Partner header)

Copying req. for transferring business data 002 (Partner item)

Copying req. for partner data VBPA 000

Copying req. for data transfer FPLA 0


Copy schedule lines Not checked

Do not copy batch Not checked

Reexplode structure/free goods Not checked

Update document flow checked

Pricing type D

5. Create copy controls for source document YBO1 to target document YBO1 copying settings for OR to OR. Include copy control for source item category YBS1.

Header:

Target Sales Doc.Type YBO1 (SP: SD-Order)

From Sales Doc.Type YBO1 (SP: SD-Order)

Copying req. for data transfer VBAK 051 (General header data)

Copying req. for transferring business data 101 (Header business data)

Copying req. for partner data VBPA 001 (Partner header)

Copying requirements 002 (Header-diff.customer)

Copy item number

Item:



Item Category YBS1 (SP: Serv w FP Bill)






Pricing type A

Copy schedule lines Checked


Schedule line:





SchdLneCatProposal CD (without delivery)

Sched. Line Cat. CD (without delivery)

DataT 201 (Gen.sched.line data)

Copying requirements 501 (Scheduled qty > 0)

6. Create copy controls for source document YBQ1 to target document YBO1 copying settings for QT to OR. Include copy control for source item category YBQ1.

Header:


Source Sales Doc.Type YBQ1 (SP: SD-Quotation)




Copying requirements 001 (Header-same customer)


Item:



Item Category YBS1 (SP: Serv w FP Bill)








Reexplode structure/free goods checked

Pos/neg. quantity +

Pricing type A

7. Create copy controls for source document YBQ1 to target document YBO1 copying settings for QT to OR. Include copy control for source item category YBQ1.

Header:

Target Sales Doc.Type YBQ1 (SP: SD-Quotation)





Copying requirements 001 (Header-same customer)




Item:

Target Sales Doc.Type YBQ1 (SP: SD-Quotation)


Item Category YBQ1 (SP: Quotation)







Update document flow Checked

Reexplode structure/free goods Not checked

Pos/neg. quantity +

Pricing type D

ResultThe copy control for the sales document YBC1 to YBC1, YBR1 to YBDR, YBO1 to YBO1, YBQ1 to YBO1 and YBQ1 to YBQ1 has been accomplished.

3.2.10 Defining Pricing Procedure Determination

UseTo determine the procedure, you allocate the customer determination procedure and the document pricing procedure to a pricing procedure within a sales area.

Prerequisites You have defined the pricing procedure.


Transaction code OVKK

IMG menu Sales and Distribution Basic Functions Pricing Pricing Control Define And Assign Pricing Procedures Define Pricing Procedure Determination

2. Choose New Entries and enter the following data:

SOrg. DChl Dv DoPr CuPP PriPr. CTyp1000 10 10 R 1 YBAA02 PR00

Result The pricing procedure determination for Depot Repair is defined.



3.3 Maintaining CS General Settings3.3.1 Defining Warranty Counters

UseIn this step, you define warranty counters and specify one warranty counter as a default counter. This counter will be copied automatically when you create a master warranty.


Transaction code GM04

IMG menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Basic Settings Warranties Define Warranty Counters

2. On the Change View “General Warranty Counter”: Overview screen, choose New entries.


Warranty Counter Default TimeDependt.

YB_WARRANTY_PERIOD X X


3.3.2 Process Settings Service / Service Order

3.3.2.1 Configuring Order Types

UseIn this step, you make all settings regarding order types used during the process.


Transaction code OIOA

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Configure Order Types

2. On the Change View “Maintenance Order Types”: Overview screen, choose New Entries.


Order Type Description Settlement Profile Release immediately

YBS3 SP Service Order YBSV03 x


3.3.2.2 Assigning Order Types to Maintenance Plants

UseIn this activity, you assign the order types to the maintenance plant. This enables service processing in the plant.




Transaction code OIOD

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Assign Order Types to Maintenance Plants

2. On the Change View “Valid Order Types By Planning Plant”: Overview screen, choose New Entries.


PlPl Name 1 Type Order Type Text

………. ……………….

1000 Production Plant 1000 YBS3 Repair Order

………… ……………


3.3.2.3 Changing Goods Movements Documentation for Order

UseIn this step, you specify that all movements of materials for the service order are documented and assigned to the order.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Goods Movements for Order Define Documentation for Goods Movements for the Order

2. On the Change View “Goods Movement Documentation for Order”: Overview screen, choose New Entries.


Plnt Type PurchOrder PlGoodsLss UnplGoodsLss GR refrbshmnt

1000 YBS3 x x x


3.3.2.4 Credit Limit Checks, Sales Document Types for Service Orders

UseIn this step, you define data for the service order types, which are used during the process.





IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Credit Limit Checks, Sales Document Types for Service Orders

2. On the Change View “Service order indicator”: Overview screen, choose New Entries.


OrType Description Service Sales DocType

Credit limit ch Credit group or

DIP profil

YBS3 Repair Order

x

4. Save your settings.

3.3.2.5 Indicating Order Types for Refurbishment Processing

UseIn this customizing activity, you allow the individual order types refurbishment processing.

This business process usually involves a special form of plant maintenance, which is treated differently from maintenance, repair and inspection orders in terms of planning, time and costs.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Indicate Order Types for Refurbishment Processing

2. On the Change View “Indicator to show order is a refurbishment order””: Overview screen, enter the following data.

Type Short text Refurbishment Order

YBS3 Repair Order x




3.3.2.6 Setting Scheduling Parameters

UseIn this activity, you set all scheduling parameters in the order types that are used during the process.


Transaction code OPU7

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Scheduling Set Scheduling Parameters

2. On the Change View “Specify Scheduling Parameters” Overview screen, choose plant 1000, order type SM01 and choose Details.


Plant Order TypeProd

Scheduler Adjust DatesScheduling

TypeAutomatic Scheduling

1000 YBS3 * Adjust basic dates, adjust Dep. Reqmts to operation date

Forwards X

4. Save your entries and choose Back.

5. Repeat steps 2 to 4 for the order types SM02 and SM03.


3.3.2.7 Assigning Costing Parameters and RA Keys

UseIn this step, you define the parameters for the correct calculation of costs in the service order.


Transaction code OIOF

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Costing Data for Maintenance Orders Assign Costing Parameters and Results Analysis Keys

2. On the Change View “Calculation Parameters for MaintOrders”: Overview screen, choose plant 1000, order type YSPI.

3. Choose Details and make the following entries.

Plant Order Type Planned var. cal. Actual var. cal. Results Analysis Key

1000 YSB3 PM01 PM01

4. Choose Back.




3.3.2.8 Defining Control Parameters for Completion Confirmations

UseIn this step, you set the assignment required for completion confirmation of the service orders.


Transaction code OIOR

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Completion Confirmations Define Control Parameters for Completion Confirmations

2. On the Change View “Confirmation Parameters”; Overview screen, select the entries in the table below and follow the procedure described in steps 3 and 4:

Plnt Name 1 Type Description of order type

1000 Production Plant 1000 YBS3 Repair Order

3. Choose Details.


Order Type Field Value

YBS3 Default Values

Propose Dates X

Propose Activities X

HR Update

No HR update X


3.3.2.9 Defining Change Docs, Collective Purc. Req. Indicator, Oper. No.

UseIn this step, you define:

Whether changes to the order header are recorded using documents and are displayed in the form of an action log

The increment at which numbers for the individual operations should be assigned

Whether just one purchase requisition (collective purchase requisition) should be generated for external material and operations for each order

Whether reservations or purchase requisitions relevant to materials planning should be generated when an order is created or only when the order is released

Whether the net price should be copied unchanged from the purchase requisition into the purchase order

Procedure


SAP Best Practices Depot Repair (217): Configuration Guide 1. Access the activity using one of the following navigation options:


IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Function and Setting for Order Types Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval

2. On the Change View “Increment for Automatic Operation Number”: Overview screen, make the following entries:

Plnt Type MatStatChngeDoc

Increment

OrdStChgDc

CollReqstn

Res/PurRq

PCD active

Work-flow

Change doc

1000 YBS3 0010 X X From release

X x

NetOrder Pr

OPStatChangeDoc PRTStatChangeDoc

x x


3.3.2.10 Maintaining Default Values for Control Keys for Order Types

UseIn this step, you determine which control key is proposed in the operations of maintenance orders for the combination maintenance plant and order type.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Functions and Settings for Order Types Control Key Maintain Default Values for Control Keys for Order Types

2. On the Change View “Control Key default”: Overview screen, choose planning plant 1000 and order type YBS3 and choose Details.


Field name User action and values

Control key PM01


3.3.2.11 Default Values for Task List Data and Profile Assignments

UseIn this IMG activity, you define which default values should be copied to the order data for order processing.





IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Default Values for Task List Data and Profile Assignments

2. On the Change View “Screen Ref. Object, General Profiles, Task List Presett”: Overview screen, choose New Entries.


Plant Order Type

Short text Extern Profile

Mat. Profile

Maint Profile

Meas Unit Extern Oper

1000 YBS3 Repair Order YBSVS1 YBSVM1 0000001 H

Task List data

OperSelection

WrkCntrSelect Renumber Incl.once.comp

Oper.sorting

X X X X X


3.3.2.12 Defining Access Sequence for Determining Address Data

UseIn this step, you define the access sequence for determining address data.

The address data is used to provide the delivery address for the one-time address of the purchase requisition.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Order Functions and Settings for Order Types Define Access Sequence for Determining Address Data

2. On the Change View “Assign Partner Determination Procedure to Order”: Overview screen, select the PlPL 1000 and the type YSPI.


PlPL Type Typ A1 A2 A3 A4 A5

YBS3 1000 OKP 1 2 3 4 5


3.3.2.13 Settlement Rule: Defining Time and Distribution Rule

Use


SAP Best Practices Depot Repair (217): Configuration Guide In this step, you define for each order type the time by which the settlement rule must be maintained during order processing.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Settlement Rule: Define Time and Creation of Distribution Rule

2. On the Change View “Time for settlement rule, Distribution Rule for Sub-Ord”: Overview screen, make the following entries.


Order Cat Settlement rule Time Distrib. Rule sub-order

YBS3 1 Mandatory for release No special handling of sub-orders


3.3.2.14 Defining Partner Determination Procedure and Partner Function

UseIn this step, you define the partners for plant maintenance and customer service.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Order Partner Define Partner Determination Procedure and Partner Function

2. On the Change View “Assign Partner Determination Procedure to Order”: Overview screen, choose type YSPI.


Order Type PartnerSch Customer Funkt.of S.. Spl. Crtn Funct.p..

YBS3 SV SP VW X VW VW


3.3.2.15 Defining Inspection Control

UseIn this activity, you define the check control. The checking rule together with the checking group specifies the scope of the check.





IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Order Functions and Settings for Order Types Availability Check for Material, PRTs and Capacities Define Inspection Control

2. On the Change View “Order Control”: Overview screen, choose new entries and enter the following data:

Area Name Value Description

header

Plant 1000 Indiv. requirements

Order Type YBS3 Checking rule for plant maintenance

Availability check 1

Material availability

No check x

Checking Rule PM

PRT availability

No check x

Capacity availability

No check x

3. Choose Back.

4. Choose New entries and enter the following data:

Area Name Value Description

header

Plant 1000 Indiv. requirements

Order Type YBS3 Checking rule for plant maintenance

Availability check 2

Material availability

Check material availability when saving order

x

Checking Rule PM

Release material 1 User decides on release if parts are missing

PRT availability

No check x

Capacity availability

No check x


SAP Best Practices Depot Repair (217): Configuration Guide 5. Go back.


3.3.2.16 Defining Priority Type for Orders

UseIn this step, you define the priority types and assign them to the service orders.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders General Data Define Priorities

2. Choose Define Priority Types for Orders.

3. On the Change View “Priority type per order type”: Overview, enter the following data:

Type Name PrTyp Priority type

YBS3 Repair Order SM Service priorities


3.3.2.17 Assigning Number Range Groups for Service Orders

UseIn this step you assign number range groups for service orders. This process is needed to create an order.

Prerequisites Order type has been set up.


Transaction code OION

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Configure Number Ranges


3. Choose Modules.

4. Position your cursor on the order type you wish to assign (YBS3) in the Not Assigned area in the lower section of the screen.

5. Choose Select Element (F2).

6. Choose Element/Group.



SAP Best Practices Depot Repair (217): Configuration Guide 8. Confirm the dialog box Transport number range intervals with Continue (Enter).

Result Order types are assigned to number ranges.

3.3.3 Service Processing / Service Notification

3.3.3.1 Maintaining Catalogs

UseThe purpose of this activity is to define the catalogs and code groups for all codes.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Notification Contents Maintain Catalogs

2. In the Choose Activity dialog box, choose Edit Catalogs.

3. On the Edit Catalog: Initial Screen, enter the following data:

Catalog Description Code Group Description Status

D Coding YBP200 Repair Classification

2-released

4. Confirm your entries with Enter.

5. Select the code group and choose the Codes folder in the left-hand area of the screen.


Code Short Text for code

REP reg. repair

7. Select the entry from previous step.


3.3.3.2 Defining Notification Types

UseThe purpose of this activity is to define the settlements for the notification types used during the process.





IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Notification Types Define Notification Types

2. On the Change View “Notification Types”: Overview screen and choose New Entries.



Type Y1

Notification Type Problem Notification

Notif. Cat 03

Notification origin 06 General notification (service)

Reference Time A

Catalog Profile 000000001

Update Group 26

Early No. alloc.

Number Range 03


3.3.3.3 Setting Screen Templates for the Notification Type

UseThe purpose of this activity is to set the screens for the service notification type Y2.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Notification Types Set Screen Templates for the Notification Type

2. In the Determine Work Area: Entry dialog box, enter the service notification type Y1 and choose Continue (Enter).

3. On the Change View “Notification tab strips view maintenance”: Overview screen, select each of the following lines in turn and follow the procedure described in steps 4 and 5:

Register Description Tab header Action Cat. Tab

10\TAB01 Notification 1 X

10\TAB02 Additional data 1 X

10\TAB05 Additional data 2 X

10\TAB06 Location X

10\TAB11 Task X

10\TAB12 Activities X


SAP Best Practices Depot Repair (217): Configuration Guide 4. Choose Details (or double-click the line).

5. On the Change View “Notification: Tabstrip view maintenance”: Details screen, make the relevant entries for the line:

Tab Header Icon Tab Sc.Area 1

Sc.Area 2

Sc.Area 3

Sc.Area 4

Sc.Area 5

10\TAB01 X 036 045 005

10\TAB02 X 031

10\TAB05 X

10\TAB06 X

10\TAB11 X

10\TAB12 X

6. Go back.


3.3.3.4 Defining Screen Areas in Notification Header

UseThe purpose of this activity is to set the screens for the service notification header type Y2.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Overview of Notification Type

2. On the Display View “Notification Type”: Overview screen, select the notification Type Y1.

3. In the dialog structure box, choose the function Screen Areas in Notification.

4. Enter the following data in the Screen Areas in Notification Header area.

Screen type hdr H200

Scrn Type Object O100


3.3.3.5 Defining Long Text Control for Notification Types

UseIn this step, you can define for each notification type whether:

A long text that has already been entered can be changed later

The long text entered should be logged with the user ID, date and time.





IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Notification Types Define Long Text Control for Notification Types

2. On the Change View “Format notification long text”: Overview screen, choose entry Y1.

3. Choose Details.

4. Enter the following data in the general long text formatting area:

X Log Line

X No text change


3.3.3.6 Defining Order Types and Special Notification Parameters

UseThe purpose of this activity is to set additional special notification parameters.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Notification Types Define Order Types and Special Notification Parameters

2. On the Change View “Special Parameters for Service Notification”: Overview screen, choose entry Y1.


Sales doc.type Auto Contract det

Order type Credit limit ch

Credit group or

YBR1 X 2 01


3.3.3.7 Changing Catalogs for Notification Types

UseThe purpose of this activity is to define all the necessary catalogs and codes to be used in service processing.





IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Notification Contents Change Catalogs and Catalog Profile for Notification Type

2. On the Change View “Notification Types”: Overview screen, select entry Y2 and choose Details.


Notif. Type

Notif. Type

Catalog profile

Coding Problems

Causes Tasks

Activities

Object Parts

Y1 03 000000001

D 2 A


3.3.3.8 Defining Action Box in Service Notification Processing

UseThe purpose of this activity is to define the action box, which can be used when maintaining service notifications of the type Y1.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Processing Additional Functions Define Action Box

2. In the Choose Activity dialog box, choose Define Follow-Up Functions (Generated Tasks/Activities).

3. On the Change View “Notification Type”: Overview screen, select entry Y1.

4. In the left-hand screen area, double-click the Activities folder.

5. Choose New Entries.

6. On the New Entries :Details of Added Entries screen, make the following entries:


Function 0010

Function description Log telephone call

Notifictn Type Y1

Sort Number 100

Usage Any view

And Notification and task

Documentation X As activity

Function module QM06_FA_ACTION_TELEPHONCALL_2

Icon ICON_PHONE




Quick Info Log telephone call

Code group PM1

Code 1

Dependent follow up function

Only performed once

7. Choose Back.

8. Choose New Entries for enter the second line.


10. On the New Entries :Details of Added Entries screen, make the following entries:


Function 0020

Function description Repair Order

Notifictn Type Y1

Sort Number 200

Usage Any view

And Notification and task

Documentation As task

Function module QM06_FM_TASK_RMA_ORDER_CREATE

Bus.Transaction PMMB

Icon ICON_CREATE

Quick Info Create Repair Order

Code group QM-G1

Code 0014

Specific details for task completed x

11. Choose Back.


3.3.3.9 Defining Priorities in the Service Notification

UseThe purpose of this activity is to define priorities and assign them to the service notification types.





IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Processing Response Time Monitoring Define Priorities

2. In the Choose Activity dialog box, choose Assign Priority Types to Notification Types.

3. On the Change View “Priority types per notification types”: Overview screen, select notification type Y2 and choose Details.


Notification Type Notif. Cat. Priority Type

Y1 03 SM Service priorities


3.3.3.10 Assigning Partner Determination Procedure and Partner Function to Notification Type

UseThe purpose of this activity is to define the partners for processing notifications.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Partners Define Partner Determination Procedure and Partner Function

2. In the Choose Activity dialog box, choose Assign Partner Determination Procedure to Notification Type.

3. On the Change View “Partner Determination Procedure to Notification Type”: Overview screen, select notification type Y1 and choose Details.


Notification Type PartnDetProc

Y1 S1


6. In the Choose Activity dialog box, choose Assign Partner Functions to Notification Type.

7. On the Change View “Partner Functions to Notification Type”: Details screen, select notification type Y1 and choose Details.


Partner functions for notifications with customer reference area

Customer SP sold-to party

Contact person CP Contact person

Partner functions for notification processing area

Implementing dept. AN department resp.

Person responsible VW person respons.



Task processor VW person respons.


3.3.3.11 Assigning Object Information Keys to Notification Types

UseThe purpose of this activity is to assign an object information key to each notification type.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Processing Object Information Assign Object Information Keys to Notification Types

2. On the Change View “Object information Allocation to Notification”: Overview screen, enter the following data:

Typ ObjectInfo

Y1 YB


3.3.3.12 Defining Transaction Start Values

UseIn this step, you can define for the notification transactions:

Whether a particular notification type should be set automatically

Which notification processing screen is accessed automatically

Whether the initial screen is processed in the foreground.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Types Define Transaction Start Values

2. On the Change View “Start values of the transactions for notifications”: Overview screen, select the line with transaction code IW54.

3. Choose Details and Enter or overwrite the following data in the Parameters area:

Field Value

Notification Type Y1



Initial funct. Code MELD


3.4 Settings for SD3.4.1 Creating Requirement Classes

UseRequirements classes YR1 and YR9 are primarily intended to allow sales documents to be linked to service orders. However, they also contain the default values for costing method, costing variant, settlement profile, and results analysis keys. These values all default into the sales order and facilitate unit cost estimates, results analysis, and settlement.

PrerequisitesThe settlement profile YBSV02 and results analysis key YBSV02 have been created.

The PM Order type YBS3 has been created.


Transaction code OVZG

IMG menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Transfer of Requirements Define Requirement Classes

2. Create requirement class YB5 as shown in the table below:

Reqmts class YR1 YR9

Description SP: Repair service SP: Repair Contract

Assembly type 2 2

Special Stock E E

Order Type YBS3 YBS1

Account assignment

Acct Assign. Category E E

Settlmt. Profile YBSV02

RA Key YBSV02

Consumption E E

ResultThe requirement classes YR1 and YR9 have been created.

3.4.2 Defining Requirement Types

UseIn this activity you change or define requirements types which identify the different requirements, such as sales order requirements, delivery requirements or individual customer requirements. The requirements types can be changed, for example, in order to represent customer-specific terms.




Transaction code OVZH

IMG menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Transfer of Requirements Define Requirement Types

2. Create requirement types YBA and assign them to the requirement class as shown in the table below:

RqTy YBR1 YBR9

Requirements type SP: Repair Service SP: Repair Order/Contract

Requirements class YR1 YR9


ResultThe requirement types YBR1 and YBR9 have been created and assigned to the requirement class.

3.4.3 Determination of Requirement Types Using Transaction

UseIn this activity you assign the item categories and MRP type to the requirements types.


Transaction code OVZI

IMG menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Transfer of Requirements Determination of Requirement Types Using Transaction

2. Assign requirements types YBA to item categories as shown in the table below:

Item Category Type Requirement Type Origin requirement type

YBR1 YBR9 1 (Item category and MRP Type)

YBR2 KE 0

YBR3 KE 1 (Item category and MRP Type)

YBR4 YBR9 0

YBR5 YBR1 1 (Item category and MRP Type)

ResultThe requirement types have been assigned to the item categories.

3.4.4 Control of Sales-Order-Related Production/ Product Cost by Sales Order (Controlling)

Use


SAP Best Practices Depot Repair (217): Configuration Guide In this step you check the requirements classes to make sure that they meet the requirements of Cost Object Controlling.



IMG menu Sales and Distribution Basic Functions Account Assignment/Costing Maintain Requirements Classes For Costing/Account Assignment

2. Select requirement classes YR1 and YR9 and maintain them as shown in the table below:

Requirement Class YR1 YR9


Costing

Costing Variant

Account assignment

Account assignment category E E

Settlement profile YBSV02

Results Analysis Key YBSV02

ResultIn this step you added the parameters in the requirements classes that are relevant to cost accounting.

3.4.5 Defining Item Categories for Deliveries (Shipping)

UseIn this menu option, you define item categories for delivery documents. The item categories that are contained in the standard SAP system together with the sales document types represent the usual business transactions.

Prerequisites You have defined the item categories YBR2 and YBR3 as sales document items.


Transaction code 0VLP

IMG menu Logistics Execution Shipping Deliveries Define Item Categories for Deliveries

2. Create the item categories YBR2 and YBR3 with the following settings:

Item Category YBR2 YBR3

Description SP: Rep. Goods Del. SP: Return f Repairs

Document cat. J (Delivery) T (Returns Delivery for Order)

Quantity


sapevent:DOCU_LINK%5CDS:GLOS.Cost_Object_Controlling


Check Quantity 0 A A

Check minimum qty

A

Warehouse control and packing

Determine SLoc Checked checked

Result The item categories YBR2 and YBR3 have been accomplished as delivery item categories.

3.4.6 Defining Item Category Determination in Deliveries (Shipping)

UseIn this menu option you define the item category determination for deliveries. The following applies:

If an order item or a schedule line is copied into a delivery, the item category is also copied.

For items independent of orders in the delivery (for example, packaging material that is entered in the delivery) or deliveries without reference to an order, the item category is determined by the SAP System by allocating the item category group to a delivery type.

Prerequisites You have defined the delivery item categories.


Transaction code 0184

IMG menu Logistics Execution Shipping Deliveries Define Item Category Determination in Deliveries

2. Assign the item categories YBR2 and YBR3 to the following deliveries:

DlvT ItCG Usg. ItmC. ItmC. MItC

LF NORM TAN YBR2

LR NORM REN YBR3

Result The item categories YBR2 and YBR3 have been accomplished as delivery item categories.



3.4.7 Copy Control for Deliveries: Header/Items (Shipping)

UseIn this menu option, you define control data for the document flow of deliveries.

You can specify for a particular delivery type, which document type is to be assigned to copied reference documents, and which item categories are to be copied.

You must also make specifications for copying requirements and data transfer, as well as quantity and value updates in document flow. This must be done for each copying procedure at header and item level on a detail screen.

Prerequisites You have defined the delivery item categories.


Transaction code VTLA

IMG menu Logistics Execution Shipping Copying Control Specify Copy Control for Deliveries

2. Double-click Specify copy control for deliveries: Sales document to sales document, if you are using the ordinary IMG path. Otherwise use the Transaction code VTLA to access the functionality directly.

3. Create copy controls for source document YBR1 to target document LF copying settings for RAS to LF. Include copy control for source item category YBR2.

Header:

Target Delivery Type LF (Delivery)

From SalesDoc.Type YBR1 (SP: Repairs/Service)

Conditions

Order requirements 001 (Header)

Combination requirmt 051 (Combination)

Data Transfer

Header Data 001 (Header)

Header Data Ext. Sys 0

Handling Units 000

Control Data

Copy Item Number Not checked

In order to switch to the item data, double-click on the folder Item on left side.

Item:

Tgt Del. Type LF (Delivery)

Sales Doc.Type YBR1 (SP: Repairs/Service)

Item Category YBR2 (SP: Rep. Goods Del.)

Conditions

Order requirements 101 (Item)


sapevent:DOCU_LINK%5CGL:delivery

sapevent:DOCU_LINK%5CGL:document_flow


Data Transfer

Item Data 101 (Item)

Item Ext. System 0

Business Data 2 (Business Data)

Control Data

Update Document Flow Checked

Pos./neg. quantity +

4. Create copy controls for source document YBR1 to target document LR copying settings for RAS to LR. Include copy control for source item category YBR3.

Header:

Target Delivery Type LR (Returns Delivery)

From SalesDoc.Type YBR1 (SP: Repairs/Service)

Conditions

Order requirements 001 (Header)

Combination requirmt 051 (Combination)

Data Transfer

Header Data 001 (Header)

Header Data Ext. Sys 0

Handling Units 000

Control Data

Copy Item Number Not checked

In order to switch to the item data, double-click on the folder Item on the left side.

Item:

Tgt Del. Type LR (Returns Delivery)

Sales Doc.Type YBR1 (SP: Repairs/Service)

Item Category YBR3 (SP: Return f Repairs)

Conditions

Order requirements 101 (Item)

Data Transfer

Item Data 101 (Item)

Item Ext. System 0

Business Data 2 (Business Data)

Control Data

Update Document Flow Checked


Result The copy control for delivery types LF and LR to the sales document type YBR1 has been created.



3.4.8 Setting up Copy Controls for Billing Documents

UseBy using requirements in copy control, you can specify how a sales document is to be billed with regard to requirements.


Transaction code VTFA

IMG menu Sales and Distribution Billing Billing Documents Maintain Copying Control for Billing Documents

2. Double-click Copying control: Sales document to billing document, if you are using the ordinary IMG path. Otherwise use the Transaction code VTFA to access the functionality directly.

3. Define copy controls for source sales document YBR1 to target billing document L2 by copying settings for L2 (debit memo request) to L2 (debit memo). Include copy controls for source item category YBR1.

Header:

Target Billing Type L2 (Debit Memo)


Copying requirements 001 (Header/order-related)


In order to switch to the item data, double-click on the folder Item on the left side.

Items:

Target Billing Type L2 (Debit Memo)


Item Category YBR1 (SP:Order BOS/Std Itm)

Copying requirements 002 (Item/order-related)

Data transfer VBRK/VBRP 002 (Ord-rel.credit memo)

Billing quantity A


Pricing type D

ResultThe copy control for the billing document L2 has been accomplished.

3.5 Master Data3.5.1 Defining External Number Range for Warranty Type

"Customer Guarantee"

UseThe purpose of this activity is to define an external number range for warranty type “Customer guarantee”. This process is needed to create a master warranty.



PrerequisitesWarranty type is set up.


Transaction code BG00

IMG menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Basic Settings Warranties Define Number Ranges for Warranty Types


3. Choose Customer guarantee.

4. Choose Maintain.

5. Choose Insert Interval.


New Interval From Number To Number

Customer guarantee 3000000000 39999999999

7. Choose Insert (Enter).


9. Confirm the dialog box Transport number range intervals with Continue (Enter).

ResultThe warranty type is assigned to number range with external number range.

3.5.2 Create Warranty: 12-month guarantee

UseIn this activity, you create the master warranty. The warranty can be assigned to equipment.

Procedure1. Access the transaction using one of the following navigation options:

SAP ECC menu Logistics Customer Service Service Agreements Warranties Master Warranty Create

Transaction code BGM1

2. On the Create Master Warranty: Initial Screen enter the data and confirm with Enter.

Field name Description User action and values

Comment

Master Warranty Master warranty number

For internal number “blank”, for external number for example, 3000000000

3. On the Create Master Warranty : Initial Screen, enter the following data:



Tab Page Field name Description User action and values Comment

Description 12-month guarantee

Warranty type

1 – customer warranty Check the warranty type

Pass on warrnty

X

Services Text 12-month guarantee Enter the text in the 1st line

Confirm with <ENTER>, item 1 is automatically created

4. Select service item 1 and choose tab page Count.

Tab Page Field name Description User action and values Comment

Count. Counter link and

WarrCounter WARRANTY_PERIOD

Warr. Counter value

12


6. Choose Back.

3.5.3 Creating Output Conditions for Shipping Documents

UseIn this activity you determine the values for which a message should be found. You define the message attributes, for example the processing time or the language.

PrerequisitesThe delivery type has been created.

Procedure1. Access the transaction choosing one of the following navigation options:

SAP ECC menu Logistics Sales and Distribution Master Data Output Shipping Create

Transaction code VV21

2. Select the following output type to create an output condition record for:Output Types Name Ship Point Funct Partner

LD00 Delivery Note 1000 SH

Output Types Name Medium Date/Time Language

LD00 Delivery Note 1 4 EN


SAP Best Practices Depot Repair (217): Configuration Guide 3. Choose Save.

ResultThe output condition record for the delivery note has been created.

3.5.4 Creating Material Master

UseThe purpose of this activity is to create the material master data.


SAP ECC menu Logistics Materials Management Material Master Material Create (General ) Immediately

Transaction code MM01

2. On the Create Material: Initial screen, enter the following values for each single material and choose Enter.

Field name User action and values Comment

Material S300

Industry sector M – Mechanical Engineering

Material type SEMI

3. Select the following views: Basic Data 1, Basic Data 2, Sales: Sales Org Data 1, Sales: Sales Org Data 2, Sales: General/Plant Data, General Plant Data / Storage 1, Accounting 1 and Costing 1 and enter the following values.


Plant Plant 1 (1000)

Storage Location

Storage w/o Lean WM(1010)

Sales Org Inland (1000)

Distr. Channel Direct Sales (10)

4. Choose Enter.

5. On the Basic Data 1 screen, enter the following values.


Material Description Short Text Repair Material

Base Unit of Measure PC

Material Group YBSVS1 SP-Services

GenItemCatGroup NORM

6. On the Basic Data 2 screen, no entries have to be made.

7. On the Sales: Sales Org Data 1 screen, enter the following values:


Delivering Plant Plant 1 (1000)

Cash Discount X



Tax Data/Country IN

Tax Category JIVC

Tax Classification 0

Tax Category JIVP

Tax Classification 0

Tax Category JSVD

Tax Classification C

Tax Category JEC3

Tax Classification C

8. On the Sales: Sales Org Data 2 screen, enter the following values:


Acct Assignment grp Y1 (Service Provider)

9. On the Sales: General/Plant Data screen, enter the following values:


Availability Check 02 (Individual requirements)

Trans.Grp 0001 (on pallets)

LoadingGrp 0001 (crane)

Profit Center YB700 (Service)

SerialNoProfile YBP1 (BL Serial No)

10. On the Plant data / stor.1 screen enter the following values:


Stor.Loc. 1010 (Storage w/o Lean WM)

11. On the Accounting 1 screen, enter the following values:


Valuation Class 7900 (Semi finished Products)

Price Control S

Standard Price for example, 10,00

12. On the Costing 1 screen, enter the following values:


Do not cost Select the check box


ResultThe material master has been created.

3.5.5 Creating Service Product

UseIn this activity, you create the service product. The service product is required to create the service order.



Procedure1. Access the transaction using one of the following navigation options:

SAP ECC menu Logistics Customer Service Service Agreements Environment Sales and Distribution Service Products

Transaction code OISD

2. On the Create /process Service Products: Initial Screen, choose New Entries and enter the following data.

Plnt Service Product

Work ctr

Plnt BusA Gen TL

G A Rtyp RObj

Ref. equipment

1000 S300 SERV01

1000


4. Choose Back.
